RIFIX Mutual Fund

NAV$11.94

Returns Overview

1 Month
-0.17%
3 Months
+11.79%
6 Months
+9.42%
YTD
+9.03%
1 Year
+18.96%
3 Years (annualized)
+14.89%
5 Years (annualized)
+12.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIFIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+9.03%
Peer Avg (YTD)
+6.73%
vs Peers
+2.30%

RIFIX Mutual Fund Performance

RIFIX performance across multiple time periods: 1-month -0.17%, YTD 9.03%, 1-year 18.96%, 3-year 14.89%, 5-year 12.82%.

RIFIX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

RIFIX performance comparison shows side-by-side returns with another fund. RIFIX alternatives are available in the Mutual Fund Screener.